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Portfolio (Quarterly) Guide ↗

SEI INVESTMENTS CO

· CIK 0000350894
13F Portfolio $113.3B AUM 6,177 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 232 New 978 Added 1842 Reduced 188 Exited
Page 9 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 JBL JABIL INC Technology 234,513.0 $90.4M 0.08% -3K -1.2% $385.48 -13.4%
162 AIG AMERICAN INTL GROUP INC Financial Services 1,208,903.0 $90.1M 0.08% -129K -9.7% $74.53 +2.5%
163 MDT MEDTRONIC PLC Healthcare 1,150,424.0 $90.0M 0.08% -94K -7.6% $78.23 +19.6%
164 XEL XCEL ENERGY INC Utilities 1,105,703.0 $88.8M 0.08% -52K -4.5% $80.30 -0.6%
165 AXP AMERICAN EXPRESS CO Financial Services 261,572.0 $88.5M 0.08% -10K -3.7% $338.25 +0.5%
166 SUI SUN CMNTYS INC Real Estate 736,312.0 $88.3M 0.08% -36K -4.6% $119.91 +1.4%
167 IRM IRON MTN INC DEL Real Estate 697,737.0 $88.1M 0.08% -277K -28.4% $126.31 -0.5%
168 HLI HOULIHAN LOKEY INC Financial Services 654,087.0 $87.7M 0.08% -35K -5.1% $134.13 -3.3%
169 COP CONOCOPHILLIPS Energy 840,042.0 $87.3M 0.08% -264K -23.9% $103.96 +25.9%
170 BE BLOOM ENERGY CORP Industrials 287,682.0 $87.1M 0.08% -78K -21.4% $302.70 -31.1%
171 IBM INTERNATIONAL BUSINESS MACHS Technology 309,686.0 $87.1M 0.08% -130K -29.6% $281.19 -17.0%
172 UNP UNION PAC CORP Industrials 319,554.0 $86.9M 0.08% -116K -26.7% $271.99 +12.8%
173 SNOW SNOWFLAKE INC Technology 340,754.0 $86.7M 0.08% -985K -74.3% $254.49 +26.9%
174 WEC WEC ENERGY GROUP INC Utilities 731,639.0 $85.4M 0.07% -5K -0.7% $116.77 -5.0%
175 ENTERGY CORP NEW 741,192.0 $85.1M 0.07% -117K -13.6% $114.86
176 CRWD CROWDSTRIKE HLDGS INC Technology 111,009.0 $84.7M 0.07% -10K -8.3% $190.79 +8.8%
177 STT STATE STR CORP Financial Services 497,821.0 $84.4M 0.07% -351K -41.3% $169.60 +13.0%
178 ALAB ASTERA LABS INC Technology 173,226.0 $83.7M 0.07% -73K -29.5% $483.03 -38.2%
179 BOX BOX INC Technology 3,150,393.0 $83.6M 0.07% -48K -1.5% $26.54 +24.7%
180 AOS SMITH A O CORP Industrials 1,331,425.0 $83.5M 0.07% -15K -1.1% $62.72 -0.3%
Page 9 of 93  ·  1,842 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.8%
Industrials 12.3%
Financial Services 11.9%
Healthcare 9.9%
Consumer Cyclical 9.4%
Communication Services 7.6%
Real Estate 5.5%
Consumer Defensive 3.1%
Energy 3.0%
Basic Materials 2.9%